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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm education


Case Study: University Continuing Education
The school of business at one of Canada’s largest universities realized its old system for online registration, customer relationship management (CRM), and e

crm education  registration, customer relationship management (CRM), and e-mail lacked needed functionality. The school wanted better reporting capabilities, automated waitlist maintenance, the ability to locate and change multiple profiles, and more. The learning management system (LMS) finally chosen allows easy modifications. Learn more.

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm education

TEC Joins Forces with BPT Partners to Create the Industry’s Leading CRM Evaluation Center


Technology Evaluation Centers (TEC) , the world’s foremost provider of enterprise software evaluation tools, is pleased to announce its new strategic partnership with BPT Partners LLC (BPT) , a leading source of customer relationship management (CRM) research and education.

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Maximizer CRM Version 12 Gets TEC Certified


Headquartered in Vancouver, BC (Canada), with worldwide offices and business partners, privately owned Maximizer Software delivers customer relationship management (CRM) solutions and professional services to meet the needs of small to medium businesses (SMBs) as well as divisions of larger enterprises. With over 20 years of experience in the CRM industry, Maximizer offers one of

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(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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Changing the Face of Technology in Education: Funding Education-Not Technology


With tight budgets and spending restrictions affecting education, there has been increased interest in using a tool that has achieved significant success in the business world—customer relationship management (CRM) for schools. This approach involves taking a "customer-concentric" view to develop strategic plans. The key, however, is to take advantage of these capabilities without creating additional "information technology" overhead.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Your Participation in a 5 Question Education Industry Survey


So we'd like you to take a moment to answer five questions about the changes and challenges currently facing higher education institutions.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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